IDGT vs DFNL overlap
IDGT and DFNL overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: IDGT, SEC Form N-PORT, June 30, 2026; DFNL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IDGT | DFNL |
|---|---|---|
| Bank of America Corp. | $56.3M | $18.4M |
| Morgan Stanley | $2.3M | $41.1M |
| Thrivent Financial for Lutherans | $6.2M | $36.5M |
| LPL Financial LLC | $12.0M | $19.1M |
| Royal Bank of Canada | $10.9M | $6.4M |
| Prospera Financial Services Inc | $12.5M | $885K |
| Osaic Holdings, Inc. | $10.3M | $1.4M |
| Envestnet Asset Management Inc. | $4.4M | $7.0M |
| Mercer Global Advisors Inc. | $11.0M | $230K |
| UBS Group AG | $5.3M | $5.4M |
| Susquehanna International Group, LLP | $8.7M | $999K |
| Raymond James Financial Inc. | $6.2M | $2.6M |
| Truist Financial Corp. | $625K | $6.9M |
| Jane Street Group, LLC | $3.8M | $2.3M |
| Stifel Financial Corp. | $4.8M | $769K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: IDGT institutional holders, DFNL institutional holders.
Frequently asked questions
How much do IDGT and DFNL overlap?
0.0% by weight, with 0 holdings in common, using holdings for IDGT as of June 30, 2026 and DFNL as of July 31, 2026.
Do institutions hold both IDGT and DFNL?
29 Form 13F filers report positions in both, out of 134 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.